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FA News Articles
Baby Boomers Have Mistaken Ideas About Long-Term Care
by FA StaffBaby boomers have mistaken ideas about the future costs of long-term care and about the years they will spend in retirement, according to a new survey.
Detroit Recovery Plan Threatens Underpinnings Of Muni Market
by Bloomberg NewsEmergency Manager Kevyn Orr’s plan to suspend payments on $2 billion of Detroit’s debt threatens a basic tenet of the $3...
Study Shows Men And Women's Financial Attitudes Differ
by FA StaffMen and women have different attitudes toward saving money and different opinions about themselves as money managers, according to Northwestern Mutual's 2013 Planning and Progress Study.
Scout International Funds’ Moffett: Sees Good Firms In Europe, Likes Colombia
by Debbie CarlsonScout International Fund is finding value in good companies in Europe, even as the continent struggles to move out of its economic recession, says manager Jim Moffett.
National Advisors Holdings Launches South Dakota Trust Company
by FA StaffThe new firm delivers trust services for RIAs’ high-net-worth clients that feature South Dakota’s uniquely beneficial trust and tax laws.
70% Of College Faculty Boomers Lack Investment Plan For Retirement Savings
by FA StaffThree-quarters of these boomers plan to delay retirement past the age of 65, or never retire at all.
Obamacare Rollout Seen Slowed By Confusion Over Benefits
by Bloomberg NewsAn April poll by the Kaiser Family Foundation found that 40 percent of Americans weren’t even sure the act remained law.
Financial Advisor Sentenced To Prison For Fraud
by FA StaffA former associate of a financial advisor who committed suicide while under investigation has been sentenced to more than four years in prison for running his own Ponzi scheme, the U.S...
Schwab Suggest Ways To Increase Savings
by FA StaffCharles Schwab has proposed eight ways Americans can increase their savings.
Top Finra Regulator Resigns After Word Of Bingo Fraud Is Leaked
by Bloomberg NewsA top Finra official resigned after the agency was informed he was indicted for felony theft and charitable bingo fraud in 1993, the year he joined the agency.
Financial Advisor Blogs
Portfolio Manager Insights
Expert Views
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The New Modern Portfolio Theory
Nearly half of all advisors are using some sort of tactical investment strategy as an alternative to the traditional 60/40 buy-and-hold approach. + Read more
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Inflation Fears? Take Another Look At Some (Less Liquid...) Real Estate
With the risk of rising inflation threatening to erode real purchasing power and no opportunity for meaningful returns on fixed income securities, the opportunity for return on cash would seem to lie solely with riskier assets, like public equities. + Read more

